FP Solutions can work with you as independent contractors who are paid hourly, per day, or per project.
FP Solutions have expertise in:
Financial planning practice management
Financial planning practice development
Dealer group development and management
Curriculum design development, delivery for practice development programs
Education and training in financial planning practice development
Creating FOFA friendly solutions
Practice management systems design and development
The very experienced and qualified consultants at FP Solutions are here to help you.
FP Solutions was initially created to provide an infrastructure for practice development solutions for the financial planning sector. If you would like to re brand or badge the Practice Development Program and/or the Manager Solutions Software solutions to "make it your own" we can help.
We will assist with:
Systems integration using your current tools
Rebranding of the Manager Solutions Software
Customisation of the Manager Solutions Software to suit your needs
Rebranding and customising of the practice development education and training tutorials
Creation of additional tutorials with you or for you
Creation of business systems and performance benchmarking applications and outputs to suit your needs.
We'll ask you to explain where you'd like assistance and then:
We'll agree on a process to move forward
We'll agree on pricing and
Together we'll create the solution you need.
You know what you want, our job is to deliver solutions.
Ways to use our consulting services
We can assist you with:
Practice Development Programs
Creating your own Financial Planning Practice Development Program
Badging our Financial Planning Practice Development Program
Blending your Practice Development Program and our program together
Education and Training in Practice Development
Training Practice Managers
Assisting with Course and Content design
Creating conference course content and design
Manager and Business Software Solutions
Customising Manager Solutions software for your business